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Salesforce

Salesforce is a ‘best-of-breed’ CRM
that runs as the beating heart of businesses.

I choose to work with Salesforce as a certified professional because it offers the unrivalled flexibility to mold to your business at it scales and evolves.

Salesforce goes hand-in-hand with Pardot; having someone that is passionate about both brings immediate benefits.

This page outlines how Salesforce, tailored correctly, can benefit your business practically.

Post-implementation Support

Once the main CRM build has been done, the first few months can bring ’teething problems’. Monitoring adoption and further user training is one side fo the change management equation. You may discover certain sales, marketing, or service processes don’t fit in practice and need tweaking – or better yet, you become captivated by the potential Salesforce has to be developed further.

Salesforce Admin

If Salesforce is the beating heart of your business, ensuring it’s kept in good health is paramount. CRMs are easy to build up, but hard to take down, which is why each day-to-day development should follow best practice. I offer flexible and ad-hoc administration, so you can continue customising your Salesforce CRM to your every wish.

Salesforce Reporting & Dashboards

Bring your Salesforce data to life and communicate key business performance metrics to your teams. The most successful organisations define their key measurements, and have the reporting in place that enables employees to ’self-serve’, accountable for monitoring their own progress.
Challenge me to visualise your data anyway you want.

What’s unique about my Salesforce Services?

The Salesforce services marketplace is booming, with hundreds of consultants offering services in a dizzying number of skill set combinations.

So it’s no surprise that organisations hesitate when selecting consulting resource – after all, your CRM is business critical technology you don’t want to leave up to chance.

The reason I’m in this business is to help clients get what they need out of Salesforce. People have suffered too long with out-of-the-box Salesforce or a build incompatible for evolving business. Having done countless org ‘health checks’ through my Salesforce career, I’ve seen the good, the bad, and the ugly when it comes to CRM.

I tailor every project and engagement to suit your circumstance and budget – from fixed scope and tight deadlines, to ad-hoc, flexible payment. To put it bluntly, you’re never tied in.